|
1
|
Eaton Vance Management
Boston,
Massachusetts
|
$65.8M
|
+$43.4M
|
+2,002,010
|
+182%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$61.6M
|
+$24.2M
|
+1,114,205
|
+62%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.3M
|
+$7.48M
|
+345,074
|
+19%
|
|
|
4
|
Rational Advisors
Huntington,
New York
|
$45.9M
|
-$12.1M
|
-556,479
|
-20%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$44.2M
|
+$993K
|
+45,804
|
+2%
|
|
|
6
|
|
$41.4M
|
+$10.7M
|
+492,728
|
+34%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$29.2M
|
+$665K
|
+30,683
|
+2%
|
|
|
8
|
Ratio Wealth Group
Denver,
Colorado
|
$26.3M
|
+$4.64M
|
+213,989
|
+21%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
-$3.89M
|
-179,476
|
-13%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$22.7M
|
+$1.4M
|
+64,620
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$21.9M
|
-$4.52M
|
-208,727
|
-17%
|
|
|
12
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$19.5M
|
–
|
–
|
–
|
|
|
13
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$19.1M
|
–
|
–
|
–
|
|
|
14
|
Conning Inc
Hartford,
Connecticut
|
$16.4M
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
-$4.05M
|
-186,599
|
-21%
|
|
|
16
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.3M
|
+$406K
|
+18,741
|
+3%
|
|
|
17
|
Trinity Legacy Partners
Houston,
Texas
|
$10.8M
|
-$358K
|
-16,516
|
-3%
|
|
|
18
|
Madison Asset Management
Madison,
Wisconsin
|
$10.4M
|
+$10.6M
|
+490,259
|
New
|
|
|
19
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$10.1M
|
+$3.31M
|
+152,490
|
+47%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$9.79M
|
-$12.4M
|
-574,236
|
-55%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$9.13M
|
+$467K
|
+21,541
|
+5%
|
|
|
22
|
Stableford Capital II
Scottsdale,
Arizona
|
$8.74M
|
+$212K
|
+9,771
|
+3%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.58M
|
+$4.22M
|
+194,877
|
+93%
|
|
|
24
|
Collective Family Office
York,
Pennsylvania
|
$8.39M
|
+$1.61M
|
+74,406
|
+23%
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.89M
|
+$1.06M
|
+49,114
|
+15%
|
|
